CF Industries Holdings Inc (CF)vsPPG Industries Inc (PPG)
CF
CF Industries Holdings Inc
$117.54
-2.36%
BASIC MATERIALS · Cap: $16.82B
PPG
PPG Industries Inc
$113.80
+1.64%
BASIC MATERIALS · Cap: $26.60B
Smart Verdict
WallStSmart Research — data-driven comparison
PPG Industries Inc generates 118% more annual revenue ($16.12B vs $7.41B). CF leads profitability with a 23.7% profit margin vs 9.8%. PPG appears more attractively valued with a PEG of 1.82. CF earns a higher WallStSmart Score of 75/100 (B).
CF
Strong Buy75
out of 100
Grade: B
PPG
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+49.7%
Fair Value
$217.58
Current Price
$117.54
$100.04 discount
Margin of Safety
-2.7%
Fair Value
$127.61
Current Price
$113.80
$13.81 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 33 in profit
Strong operational efficiency at 33.6%
Earnings expanding 115.1% YoY
Keeps 24 of every $100 in revenue as profit
19.4% revenue growth
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Areas to Watch
Expensive relative to growth rate
Expensive relative to growth rate
4.2% earnings growth
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : CF
The strongest argument for CF centers on P/E Ratio, Return on Equity, Operating Margin. Profitability is solid with margins at 23.7% and operating margin at 33.6%. Revenue growth of 19.4% demonstrates continued momentum.
Bull Case : PPG
The strongest argument for PPG centers on Altman Z-Score, P/E Ratio.
Bear Case : CF
The primary concerns for CF are PEG Ratio.
Bear Case : PPG
The primary concerns for PPG are PEG Ratio, EPS Growth, Free Cash Flow.
Key Dynamics to Monitor
CF profiles as a growth stock while PPG is a value play — different risk/reward profiles.
PPG carries more volatility with a beta of 1.06 — expect wider price swings.
CF is growing revenue faster at 19.4% — sustainability is the question.
CF generates stronger free cash flow (273M), providing more financial flexibility.
Bottom Line
CF scores higher overall (75/100 vs 58/100), backed by strong 23.7% margins and 19.4% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
CF Industries Holdings Inc
BASIC MATERIALS · AGRICULTURAL INPUTS · USA
CF Industries Holdings, Inc. is a North American manufacturer and distributor of agricultural fertilizers, based in Deerfield, Illinois.
Visit Website →PPG Industries Inc
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
PPG Industries, Inc. is an American Fortune 500 company and global supplier of paints, coatings, and specialty materials. With headquarters in Pittsburgh, Pennsylvania, PPG operates in more than 70 countries around the globe.
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